AWM
DM

Arbor Wealth Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Arbor Wealth Management’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22,082
Closed -$1.58M – 247
2018
Q4 		$1.58M Sell
22,082
-823
-4% -$15.1K 1.39% 23
2018
Q3 		$1.61M Buy
22,905
+7,613
+50% +$122K 1.27% 34
2018
Q2 		$1.07M Buy
+15,292
New +$219K 0.84% 41

Other funds holding DM

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Arbor Wealth Management's DM Position: Q1 2019 in Review

Arbor Wealth Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 22,082 shares — an estimated $1.58M sold.

Arbor Wealth Management first reported a position in DM in Q2 2018 and held it in 3 quarters. The position peaked at $1.61M in Q3 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Arbor Wealth Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 22,082 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $1.58M.
  • Arbor Wealth Management first reported a position in Dominion Energy Midstream Ptr LP in Q2 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Dominion Energy Midstream Ptr LP position peaked at $1.61M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Arbor Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.